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Transparent Venture Capital by Tribe Global Ventures

Tribe Talkin' Ep 62: Learn From Trump. SaaS- Margins To Fall. Scalare Lists. Company Failures. Themes. Sharts.

Transparent Venture Capital by Tribe Global Ventures

Tribe Global Ventures

Investing, Business:investing, Business, Entrepreneurship

51 Ratings

🗓️ 14 November 2024

⏱️ 86 minutes

🧾️ Download transcript

Summary

In this weeks episode:  Directionally right: where the SaaS market is going- lower prices even if you survive.  AI voice agents map by Bessemer.  Decidr.ai  AI parallel world https://youtu.be/MiPXWf_8BUs  AI Chat Bot https://youtu.be/zRT86TKMaKA AI CRM automation https://youtu.be/ta2hGRlmtm0 AI natural language search: https://youtu.be/yHDhgw9AEAw   Scalare completes ASX listing. Trump wins: what founders can learn from Trump.    Fintech non-bank lender Bridgit has secured a $250 million facility with Citi.  Equitise falls into administration. Hivery falls into administration. Figuring out what to build is the most valuable thing.   Rocket pads Gilmour Space and Southern Launch get ready for lift off. Sharts   ​​​​​​​[email protected]

Transcript

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0:00.0

The question we're trying to answer is, do you have a business of any value?

0:13.2

Because in this world, if the margins drop from 80 or 90% down to 20, 30 or 40%, we still can have a business.

0:23.0

We just can't have a business of any value.

0:25.5

I also think that the more that we are using AI, chatbots, voice, whatever it may be,

0:33.3

as soon as you could go back to those real-life coffee chats, those meetings, the value of those connection, that physical connection of being in the same room was far superior to them what it used to be.

0:43.9

And I think we're going to have the same thing with this AI.

0:48.8

And I think, Don, the nuance in what you said there could easily be lost, that the reason we focus on the

0:54.3

humanistic capability is we don't know the freaking answers. But if we develop the competencies

1:00.7

to be able to navigate change loops, to be able to navigate conflict, then we're a better

1:05.2

place to be able to navigate that. And that's why we focus on those things and supporting founders

1:09.6

with those toolkits.

1:18.3

I think the lesson for founders is just a constant reminder that it's never the best product that wins.

1:20.0

It's never the best service that wins.

1:25.2

It's the one that's the most simple to understand and that resonates with your story.

1:28.2

People engage when they read or hear words that resonate with their story.

1:32.0

What's the ice skater, the Aussie ice skater

1:34.1

that everyone fell over?

1:35.6

Stephen Bradbury.

1:37.9

Don is entering the era

1:39.5

where he's just gonna totally outperform everyone

1:42.3

because everything he hates doing

1:43.4

is gonna get done for him and Don's gone straight through.

...

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